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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,680 | $91,536-0.9% | $130,062-30.3% | $75,177+20.6% |
| Participation rate | 51.5% | 71.5%-19.9pp | 78.5%-27.0pp | 67.2%-15.7pp |
| Annual return | 13.29% | -631.62%+644.9pp | -137.37%+150.7pp | 160.75%-147.5pp |
| Employer contribution / active EE | $1,912 | $2,845-32.8% | $4,322-55.8% | $2,671-28.4% |
| Participant deferral / active EE | $2,513 | $4,343-42.1% | $5,821-56.8% | $4,126-39.1% |
| Admin fee / account holder | $836 | $6,780-87.7% | $10,601-92.1% | $5,651-85.2% |